Hanson & Doremus Investment Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,122
| Closed | -$228K | – | 533 |
|
|
2021
Q4 | $228K | Hold |
2,122
| – | – | 0.05% | 174 |
|
|
2021
Q3 | $228K | Buy |
2,122
+464
| +28% | +$49.9K | 0.05% | 165 |
|
|
2021
Q2 | $179K | Sell |
1,658
-464
| -22% | -$50.1K | 0.05% | 168 |
|
|
2021
Q1 | $229K | Hold |
2,122
| – | – | 0.05% | 170 |
|
|
2020
Q4 | $229K | Buy |
2,122
+464
| +28% | +$50.1K | 0.06% | 163 |
|
|
2020
Q3 | $179K | Buy |
1,658
+923
| +126% | +$99.6K | 0.05% | 168 |
|
|
2020
Q2 | $79K | Hold |
735
| – | – | 0.03% | 223 |
|
|
2020
Q1 | $78K | Buy |
+735
| New | +$78K | 0.03% | 220 |
|